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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,908 | $127,386-60.8% | $115,037-56.6% | $125,388-60.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 14.87% | 31.28%-16.4pp | 26.14%-11.3pp | 282.24%-267.4pp |
| Employer contribution / active EE | $1,182 | $5,166-77.1% | $4,608-74.4% | $4,866-75.7% |
| Participant deferral / active EE | $2,543 | $6,423-60.4% | $6,026-57.8% | $5,352-52.5% |
| Admin fee / account holder | $9 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |